Stock Taper 
EXENCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marvell Technology, Inc. | MRVL | 9.97K | $987.38K |
 Chubb Limited | CB | 10.05K | $3.28M |
 Freeport-McMoRan Inc. | FCX | 10.12K | $594.69K |
 NIKE, Inc. | NKE | 10.29K | $543.73K |
 McDonald's Corporation | MCD | 10.31K | $3.2M |
 ONE Gas, Inc. | OGS | 10.4K | $895.41K |
 Aon plc | AON | 10.47K | $3.38M |
 The Charles Schwab Corporation | SCHW | 10.59K | $995.3K |
 Alight, Inc. | ALIT | 11.16K | $6.5K |
 FTI Consulting, Inc. | FCN | 11.35K | $2.01M |
 Banco Santander, S.A. | SAN | 11.52K | $129.97K |
 Viatris Inc. | VTRS | 11.56K | $156.14K |
 Crown Castle Inc. | CCI | 11.69K | $950.43K |
 Kemper Corporation | KMPR | 11.85K | $362.11K |
 Public Storage | PSA | 11.87K | $3.21M |
 ASML Holding N.V. | ASML | 12.94K | $17.09M |
 Costco Wholesale Corporation | COST | 12.95K | $12.91M |
 International Bancshares Corporation | IBOC | 13.1K | $881.63K |
| ER EQUITY RESIDENTIAL | EQR | 13.12K | $776.12K |
 Duke Energy Corporation | DUK | 13.15K | $1.72M |